It would be great if the preview feature on the Insurance Tab would show the Adjuster's Email, Telephone Number & Claim Number. Currently is shows Insurance Type, Insurer, Adjuster, Party, Role, the insurance company name and telephone number and Insurance type among other small items.
The preview function is quicker than opening the entry.
In our experience, the adjuster's telephone number is different than the insurance company's telephone number. We use IP phones were we just click on the telephone number to call the number. We would also have the ability to text those numbers if available.
It would be easier to email directly than to open up the entry, then click on the email.
We obviously need the claim number as it is used when comunicating with the adjuster.
The preview feature is really nice. I would just like the information that we use daily to show up in the preview.
Guest
